-45.4%
CPB vs PLTU
+154.0%
-199.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.0% | +5.6% | -3.5% |
| 7D | -8.6% | -13.6% | +5.0% | -8.7% |
| 30D | -7.2% | +16.7% | -23.9% | -6.9% |
| 3M | +0.9% | +29.6% | -28.7% | +1.4% |
| 6M | -11.8% | -0.1% | -11.7% | -11.7% |
| YTD | -19.4% | -31.5% | +12.1% | -19.7% |
| 1Y | -30.4% | -19.7% | -10.7% | -30.1% |
| All | -45.4% | +154.0% | -199.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling